Create Transaction with You Need a Budget API

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Create Transaction with the You Need a Budget API

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Getting Started#

Create a workflow to Create Transaction with the You Need a Budget API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Transaction action
1. Connect your You Need a Budget account
2. Select a Budget ID
3. Select a Account ID
4. Select a Category ID
5. Configure Date
6. Select a Payee
7. Configure Amount
8. Optional- Configure Memo
9. Optional- Configure Cleared
10. Optional- Configure Approved
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Transaction with You Need a Budget API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + You Need a Budget

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Create Transaction with You Need a Budget API on New Message in Channel from Discord Bot API

Discord Bot + You Need a Budget

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Create Transaction with You Need a Budget API on New Submission from Typeform API

Typeform + You Need a Budget

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Create Transaction with You Need a Budget API on Custom Events from Zoom API

Zoom + You Need a Budget

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Create Transaction with You Need a Budget API on New Submission (Instant) from Jotform API

Jotform + You Need a Budget

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Transaction on You Need a Budget

Description:Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)

Version:0.0.3

Key:you_need_a_budget-create-transaction

View on GitHub

Code#

import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-create-transaction",
  name: "Create Transaction",
  description: "Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)",
  version: "0.0.3",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    date: {
      propDefinition: [
        app,
        "date",
      ],
    },
    payee: {
      propDefinition: [
        app,
        "payee",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description",
      optional: true,
    },
    cleared: {
      type: "boolean",
      label: "Cleared",
      description: "Marking a transaction as cleared means it has posted to your bank account",
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve it directly?",
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const response = await this.app.createTransaction({
        accountId: this.accountId,
        date: this.date,
        payee: this.payee,
        budgetId: this.budgetId,
        categoryId: this.categoryId.value,
        amount: this.amount,
        memo: this.memo,
        cleared: this.cleared,
        approved: this.approved,
      });
      $.export("$summary", `New transaction created in ${this.categoryId.label}`);
      return response;
    } catch (error) {
      if (error.error) {
        this.app.throwFormattedError(error.error);
      }
      this.app.throwFormattedError(error);
    }
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Date	`date`	`string`	The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`).
Payee	`payee`	`string`	Select a value from the drop down menu.
Amount	`amount`	`string`	E.g. `-290.99`
Memo	`memo`	`string`	A short description
Cleared	`cleared`	`boolean`	Marking a transaction as cleared means it has posted to your bank account
Approved	`approved`	`boolean`	Approve it directly?

Authentication#

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account: